PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
92 hedge funds and large institutions have $733M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 13 closing their positions.
145% more capital inflows, than outflows
Capital inflows: $112M | Capital outflows: $45.7M
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
8% more funds holding
Funds holding: 85 → 92 (+7)
27% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$21.3M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$19.7M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$13.7M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$10.9M |
| 5 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$9.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$20.3M |
| 2 |
Morgan Stanley
New York
|
-$4.86M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.79M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$2.66M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.52M |
STPZ Hedge Fund Activity: Q4 2013 in Review
92 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2013, worth a combined $733M — up 9.6% from $668M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new STPZ positions and 13 closed out — a net gain of 7 holders — while 24 added to existing stakes and 33 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $21.3M. The largest seller was Wells Fargo, cutting an estimated $20.3M.
- 92 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2013, up from 85 in Q3 2013.
- Funds reported $733M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2013, up 9.6% quarter-over-quarter.
- 20 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2013 and 13 closed out, a net change of +7 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2013 was Allianz Asset Management, an estimated $21.3M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2013 was Wells Fargo, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2013.